Premier Financial Corp. 401(k) Employee Savings Plan
Sponsored by Premier Financial Corp · EIN 341803915 · Plan #002 · Defiance, OH
- Total assets
- $100M
- Net assets
- $100M
- Active participants
- 978
- With balances
- 1,037
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $71,631 |
| Global Retirment Partners Llc | Investment advisory (plan) | $46,063 |
| Crowe Llp | Accounting | $22,900 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,617 |
| Wellth Advisory Services, Llc | Investment advisory (plan) | $5,102 |